|
1
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$113M
|
+$4.41M
|
+72,246
|
+4%
|
|
|
2
|
Wind River Trust Company
Jackson,
Wyoming
|
$36.5M
|
+$6.41M
|
+104,991
|
+21%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$26.6M
|
-$2.39M
|
-39,181
|
-8%
|
|
|
4
|
|
$22.6M
|
+$1.91M
|
+31,317
|
+9%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$20.6M
|
+$2.44M
|
+40,000
|
+13%
|
|
|
6
|
Forward Management
San Francisco,
California
|
$8.9M
|
-$1.42M
|
-23,350
|
-14%
|
|
|
7
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.6M
|
-$211K
|
-3,450
|
-3%
|
|
|
8
|
Suntrust Banks
Atlanta,
Georgia
|
$6.45M
|
-$597K
|
-9,785
|
-8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$6.22M
|
+$1.45M
|
+23,752
|
+30%
|
|
|
10
|
SII Investments
Appleton,
Wisconsin
|
$6.05M
|
+$1.14M
|
+18,633
|
+23%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.4M
|
+$638K
|
+10,461
|
+13%
|
|
|
12
|
Capital One National Association
New York
|
$5.3M
|
+$817K
|
+13,397
|
+18%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.05M
|
-$997K
|
-16,342
|
-17%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.84M
|
-$928K
|
-15,205
|
-25%
|
|
|
15
|
|
$2.18M
|
+$1.46M
|
+23,919
|
+204%
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.95M
|
+$52.6K
|
+862
|
+3%
|
|
|
17
|
|
$1.84M
|
+$1.83M
|
+30,064
|
New
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.65M
|
+$177K
|
+2,896
|
+12%
|
|
|
19
|
ProVise Management Group
Clearwater,
Florida
|
$1.64M
|
-$66.5K
|
-1,090
|
-4%
|
|
|
20
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.2M
|
+$305
|
+5
|
+0%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.09M
|
-$2.84M
|
-46,611
|
-72%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
-$883K
|
-14,463
|
-45%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$946K
|
-$980K
|
-16,068
|
-51%
|
|
|
24
|
City National Bank
Beverly Hills,
Delaware
|
$858K
|
-$165K
|
-2,704
|
-16%
|
|
|
25
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$845K
|
+$244
|
+4
|
+0%
|
|
